Major portfolio reshuffle! Berkshire Hathaway begins the post-Buffett era.

According to the position files submitted by Berkshire Hathaway to the US Securities and Exchange Commission on the 15th, in the first quarter of this year, the company made significant adjustments to its investment portfolio, liquidated its holdings in Amazon stocks, while increasing its holdings in Alphabet Inc. and establishing a new position in Delta Air Lines. Some analysts believe that the investment direction of this company has undergone a significant change. The latest file shows that as of the end of March this year, Berkshire Hathaway established a new position in Delta Air Lines with approximately 39.8 million shares, with a market value of approximately $2.65 billion. This is also the first time in many years that the company has entered the aviation sector after completely exiting US aviation stocks in 2020. Currently, Delta Air Lines has entered the top 15 list of Berkshire Hathaway's major holdings. The file also shows that Berkshire Hathaway increased its holdings in Google's parent company, Alphabet Inc., added Alphabet Class C shares and increased its Class A shares, with the overall size of holding Alphabet stocks more than tripling the original size, while also increasing its holdings in Macy's.